Westside Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$5 | – | 652 |
|
|
2020
Q3 | $5 | Hold |
100
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $4 | Sell |
100
-140
| -58% | -$6 | ﹤0.01% | 557 |
|
|
2020
Q1 | $9 | Buy |
+240
| New | +$9 | ﹤0.01% | 477 |
|
|
2019
Q2 | $392 | Buy |
+6,732
| New | +$392 | ﹤0.01% | 155 |
|
|
2018
Q4 | $396K | Buy |
7,421
+340
| +5% | +$18.1K | 0.15% | 104 |
|
|
2018
Q3 | $449K | Buy |
7,081
+774
| +12% | +$49.1K | 0.14% | 92 |
|
|
2018
Q2 | $410K | Buy |
6,307
+332
| +6% | +$21.6K | 0.14% | 101 |
|
|
2018
Q1 | $412K | Buy |
5,975
+323
| +6% | +$22.3K | 0.23% | 96 |
|
|
2017
Q4 | $410K | Buy |
5,652
+480
| +9% | +$34.9K | 0.22% | 101 |
|
|
2017
Q3 | $358K | Buy |
5,172
+790
| +18% | +$54.7K | 0.22% | 97 |
|
|
2017
Q2 | $281K | Hold |
4,382
| – | – | 0.18% | 110 |
|
|
2017
Q1 | $260K | Buy |
4,382
+1,323
| +43% | +$78.4K | 0.12% | 111 |
|
|
2016
Q4 | $170K | Buy |
+3,059
| New | +$170K | 0.12% | 100 |
|